Understanding and
Implementing
Permit-to-Work (PTW) Systems
Ensuring Safety Through Controlled
Work Authorization
Training Objectives
• Explain the definition of a PTW system
• Identify why permits are required
• List activities requiring a PTW
• Describe the different types of permits
• Understand supporting documentation
• Identify exemptions from the PTW system
What is a Permit-to-Work (PTW)
System?
• A formal, documented system controlling certain types of work.
• Ensures work is done safely with hazards identified and controlled.
• Requires signed approval from authorized persons.
Why PTW Systems are Required
• Prevent accidents in hazardous work.
• Ensure hazards are identified and controlled before work begins.
• Comply with legal and regulatory requirements.
• Improve communication between all parties involved in the work.
• Provide a documented audit trail.
Activities Requiring a PTW
• Hot Work (welding, grinding, cutting)
• Confined Space Entry
• Electrical Work (isolation, testing)
• Work at Heights
• Excavation and Trenching
• Lifting Operations (cranes, hoists)
Types of Permits
• Hot Work Permit – For activities generating heat, sparks, or flames
• Cold Work Permit – For non-hot but potentially hazardous activities
• Confined Space Permit – For limited-entry space work
• Electrical Permit – For isolation or energized electrical work
• Work at Height Permit – For activities above certain height limits
• Excavation Permit – For digging or trenching work
PTW Process Flow
• Step 1: Work request submission
• Step 2: Hazard identification & risk assessment
• Step 3: Permit preparation
• Step 4: Approval by authorized personnel
• Step 5: Work execution under supervision
• Step 6: Work completion & area inspection
• Step 7: Permit closure
Roles & Responsibilities
• Permit Requester: Identifies work, initiates PTW
• Permit Issuer: Reviews hazards, prepares and approves permit
• Permit Receiver (Supervisor): Ensures safe work execution
• Workers: Follow permit conditions
• EHS Officer: Monitors compliance and conducts inspections
Additional Paperwork &
Certificates
• Job Hazard Analysis (JHA)
• Isolation certificates (LOTO)
• Gas testing results
• Fire watch designation
• Rescue plan (confined space/high-risk activities)
Exemptions from PTW
• Routine maintenance with no significant hazard
• Office and administrative tasks
• Activities with existing safe work procedures and no added risk
• Must still follow safety rules and PPE requirements
Common PTW Mistakes to Avoid
• Starting work without an approved permit
• Not briefing workers on permit conditions
• Altering work scope without updating permit
• Poor communication between shifts
• Failure to close the permit after work
Best Practices for PTW
Implementation
• Conduct proper training for all permit users
• Maintain clear documentation and records
• Regular audits of the PTW system
• Integrate PTW with other safety systems (LOTO, confined space, etc.)
• Encourage reporting of near misses
Summary
• PTW ensures hazardous work is controlled and safe.
• All parties must follow their roles and responsibilities.
• Documentation is critical for safety and compliance.
• PTW is a life-saving control measure.
Quiz/Interactive Session
• Name three activities that require a PTW.
• Who is responsible for approving the PTW?
• What should be done if work scope changes mid-task?
Final Message
• Safety is not an option — it’s a responsibility.
• The PTW system protects lives.
